Ask a YFP CFP® #147: How are 529 accounts affected by changes with the Secure Act 2.0?

Ask a YFP CFP® #147: How are 529 accounts affected by changes with the Secure Act 2.0?

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Publish Date:
7 March, 2023
Category:
Financial Planning
Video License
Standard License
Imported From:
Youtube

Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP®, RICP®, takes this question from Leighton in Boise, Idaho: How are 529 accounts affected by changes with the Secure Act 2.0?

Mentioned on the Show:

* YFP Planning: Financial Planning for Pharmacists: https://www.yfpplanning.com/
* Schedule a free Discovery Call with YFP Planning: https://yourfinancialpharmacist.as.me/services
* YFP 211: The Ins and Outs of the 529 College Savings Plan: https://yourfinancialpharmacist.com/yfp-211-the-ins-and-outs-of-the-529-college-savings-plan/
* 7 Things to Consider Before Starting a 529 Plan: https://yourfinancialpharmacist.com/7-things-to-consider-before-starting-a-529-plan/
* Send in your questions here: https://www.speakpipe.com/yfp or to [email protected]
* Your Financial Pharmacist Disclaimer and Disclosures: https://yourfinancialpharmacist.com/disclaimer

Disclaimer: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question.